Qube Research & Technologies (QRT)’s Morgan Stanley MS Stock Holding History

Qube Research & Technologies (QRT)’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.8M	Sell	144,600 -152,300	-51%	-$26.4M	0.03%	785
2025 Q4	$52.7M	Buy	296,900 +32,200	+12%	+$5.37M	0.05%	467
2025 Q3	$42.1M	Sell	264,700 -244,900	-48%	-$36.2M	0.04%	540
2025 Q2	$71.8M	Buy	509,600 +138,900	+37%	+$17.1M	0.07%	352
2025 Q1	$43.2M	Buy	370,700 +295,500	+393%	+$38.1M	0.05%	459
2024 Q4	$9.45M	Buy	75,200 +11,600	+18%	+$1.43M	0.01%	1127
2024 Q3	$6.63M	Sell	63,600 -300,300	-83%	-$30.2M	0.01%	1256
2024 Q2	$35.4M	Sell	363,900 -90,800	-20%	-$8.64M	0.06%	405
2024 Q1	$42.8M	Sell	454,700 -23,300	-5%	-$2.05M	0.07%	341
2023 Q4	$44.6M	Buy	478,000 +211,200	+79%	+$16.9M	0.09%	290
2023 Q3	$21.8M	Buy	+266,800	New	+$23.2M	0.06%	396

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Qube Research & Technologies (QRT)'s MS Position: Q1 2026 in Review

Qube Research & Technologies (QRT) reduced its Morgan Stanley (MS) stake by 45% in Q1 2026, selling an estimated $153M and leaving 1,074,334 shares worth $177M. The position accounts for 0.2% of the portfolio, ranked #111.

Qube Research & Technologies (QRT) first reported a position in MS in Q1 2018 and has held it in 27 quarters since. The position peaked at $347M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Qube Research & Technologies (QRT) held 1,074,334 shares of Morgan Stanley worth $177M as of Q1 2026.
Qube Research & Technologies (QRT) sold 881,658 Morgan Stanley shares in Q1 2026, an estimated $153M.
Morgan Stanley made up 0.2% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #111 holding.
Qube Research & Technologies (QRT) first reported a position in Morgan Stanley in Q1 2018 and has held it in 27 quarters since.
Qube Research & Technologies (QRT)'s Morgan Stanley position peaked at $347M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.